Filed November 17, 2016
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,287 | $93,345-6.5% | $119,126-26.7% | $87,485-0.2% |
| Participation rate | 72.0% | 68.7%+3.3pp | 75.8%-3.8pp | 68.9%+3.1pp |
| Annual return | 23.53% | 19.08%+4.5pp | 282.11%-258.6pp | 26.06%-2.5pp |
| Employer contribution / active EE | $2,877 | $3,172-9.3% | $4,034-28.7% | $2,596+10.8% |
| Participant deferral / active EE | $6,806 | $4,099+66.1% | $5,318+28.0% | $4,274+59.3% |
| Admin fee / account holder | $2,004 | $8,039-75.1% | $10,693-81.3% | $7,775-74.2% |